Share Name Share Symbol Market Type Share ISIN Share Description
Plant Health Care LSE:PHC London Ordinary Share GB00B01JC540 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 25.20p 24.60p 25.80p 25.80p 24.80p 24.80p 19,626 16:35:10
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Chemicals 5.7 -4.2 -3.0 - 43.55

Plant Health Care Share Discussion Threads

Showing 551 to 574 of 575 messages
Chat Pages: 23  22  21  20  19  18  17  16  15  14  13  12  Older
DateSubjectAuthorDiscuss
15/6/2018
07:09
New Market Insights for Crop Biologics June 13, 2018 American agriculture is undergoing a new wave of productivity and enhanced sustainability. While many previous advances focused on enhancing a plant’s internal ability to overcome natural challenges, this next wave focuses on the critical interactions between plants and the surrounding microbiome. In recent years, there has been a renewed emphasis on improving soil health. This next wave focuses on the interactions between a growing crop and the microbial community in and around the soil. This is an incredibly complex endeavor to identify those microbes that are beneficial in improving yield, increasing nutrient efficiency, improving abiotic stress tolerance or protecting against harmful pests and diseases. A recently released business study “Plant Microbiome, The Next Wave in Agriculture?,” conducted by BioCognito and Farmgate Insights, takes a multifaceted look at this expanding field of agriculture. Microbial additives or “biologics” are becoming an important approach for farmers looking for ways to manage production challenges. Companies across the agricultural spectrum are investing heavily in this new wave. Over the past five years, there has been more than $5 billion of disclosed investment in this space. “We have seen multinationals form new alliances, well known crop protection and nutrient companies purchase startups, and an explosion of innovators, all trying to be a part of the action” said Nathan Danielson, one of the report’s authors. “Companies that didn’t exist 5 and 10 years ago are raising ten of millions of dollars, and one has recently attained ‘Unicorn’ status. Meanwhile, traditional agriculture companies are pursuing different strategies such as bundling biologics with a whole suite of products or tying them with existing crop protection and fertilizers.” While the use of biologics in specialty crops and the organic industry are ahead of row crops, with over 250 million acres planted annually this is a huge potential market. “One of our study goals was to look at the five primary field crops in the U.S. (corn, soybeans, wheat, cotton and sorghum) and analyze their unique barriers to entry and potential delivery systems for biologics,” stated co-author Paul Bertels. “We have talked with a number of growers and commodity organizations to get their perspectives on what do want to enhance adoption.” In support of the study, the authors have created an interactive cost-benefit model for each crop to help farmers or industry assess the value of a new product. “Our models indicate value creation in excess of $8.5 billion in farmgate revenue for these five crops in the US alone. This value is largely driven by yield increases and the ability to utilize marginal land, however a number of other drivers were important. According to co-author Nathan Danielson “We used conservative assumptions in our models and still saw very significant new value creation. Beyond this, there were specific geographies and market sectors that were really exciting opportunities”. The reward for capturing market share is enormous. Corn, cotton, soybeans, sorghum and wheat represent a significant opportunity for crop biologics. The market study “Plant Microbiome: The Next Wave in Agriculture” provides the reader with a clear understanding of the landscape of the market place. This is accomplished through analysis on market structure and barriers to entry as well insights into market participants and those who may enter. Finally, customizable models are provided to readers to allow value determination for specific crops and geographies. https://tinyurl.com/Insights-for-Crop-Biologics
wan
13/6/2018
08:45
PHC's Brazil Director, Rodrigo de Miranda, will be speaking at the following congress - Biopesticides and biostimulants / biofertilizers are growing in demand. With Latin America being a world hub for agriculture it is no surprise that these products are seeing rapid growth. Agbio Innovate LATAM is focussed on R&D, regulation and commercialization of biopesticides and biofertilizers/ biostimulants in Latin America, and unites key stakeholders across the globe. Developing a new generation of products Moving from the traditional chemical market to biologicals Challenges faced and how we managed this Rodrigo de Miranda, Brazil Director, Plant Health Care, Brazil https://tinyurl.com/LATAM-Biologicals-Congress
wan
31/5/2018
13:14
wan - many thanks for link - much appreciated - may explain the sP movement -
pugugly
30/5/2018
07:57
PHC Investor Presentation, US , 25th May 2018 - https://tinyurl.com/PHC-Results-US-Presentation
wan
18/5/2018
07:58
Recall from my post 17 that Spain is the biggest purveyor of fresh fruits in Europe. The following PHC presentaion is interesting then and is from the International Symposium on Citrus Biotechnology in April 2018 - Mobilizing Ca to enhance fruit quality: Ángel Marín, Plant Health Care S.A. Spain. amarin@planthealthcare.com K. Staska, A. Dillon. Application of harpin αβ (ProAct®) in citrus orchards in Spain https://tinyurl.com/PHC-Citrus-Presentation
wan
18/5/2018
07:31
The following provides an insightful read to an existing and growing problem, a very large problem - Worldwide emergence of resistance to antifungal drugs challenges human health and food security Matthew C. Fisher1,*, Nichola J. Hawkins2, Dominique Sanglard3, Sarah J. Gurr4,5,* Science 18 May 2018: Abstract The recent rate of emergence of pathogenic fungi that are resistant to the limited number of commonly used antifungal agents is unprecedented. The azoles, for example, are used not only for human and animal health care and crop protection but also in antifouling coatings and timber preservation. The ubiquity and multiple uses of azoles have hastened the independent evolution of resistance in many environments. One consequence is an increasing risk in human health care from naturally occurring opportunistic fungal pathogens that have acquired resistance to this broad class of chemicals. To avoid a global collapse in our ability to control fungal infections and to avoid critical failures in medicine and food security, we must improve our stewardship of extant chemicals, promote new antifungal discovery, and leverage emerging technologies for alternative solutions. https://tinyurl.com/Global-Fungicide-Resistance This is why the large players are already interested and trialing various PHC Plant Response Elicitor technology. Excerpt from the Annual Report (page 1) - All five of the top global agricultural/seed companies and a number of other companies are testing leadpeptides from our PREtec platforms Innatus™ 3G, T-Rex 3G and Y-Max 3G. • Four global agricultural/seed majors are running field trials in Brazil of Innatus 3G added to chemical sprays for the control of Asian Soybean Rust (ASR), a devastating fungal disease of soybeans. Farmers spent US$1.7 billion on soybean fungicides in 2016 in Brazil; there are increasing concerns about disease resistance and the resulting impact on yield. • Exclusive rights to Innatus 3G for use in South American soybeans are expected to be licensed through a competitive licensing process in the second half of 2018. • In the Company’s trials, our lead peptides have shown promise for the control of ASR, especially for the control of resistant disease when used in mixture with conventional agrochemicals. Data from these ASR trials are due in Q2 2018. • PHC expanded its programme of trials in other crops. Results continued to show good performance for Innatus 3G under disease and drought stress, and for T-Rex 3G against nematodes. Y-Max 3G peptides increased yields even under optimal growing conditions. • Discussions continue with partners about future licensing of Innatus 3G in other crops and regions and of both T-Rex 3G and Y-Max 3G. PHC Annual Report - https://tinyurl.com/PHC-Annual-Report
wan
17/5/2018
18:44
Dubai...No, but I have spent a number of years reading up and researching the industry, to the extent that I feel that I have built up a reasonable level of knowledge.
wan
17/5/2018
11:29
WAN were you in the industry at all?
dubai123
16/5/2018
08:21
Thanks Pugugly, there are in fact a number of companies breeding and supplying predators as a form of bio-control. I think that approach will remain quite small and niche though.
wan
16/5/2018
07:42
wan_ A couple of developments out of Africa which may be of interest and point the way to a cleaner and greener food chain for fruit and veg - Both private and small companies but they seem to be onto something and possibly the technology might eventually have legs -Thoughts? Using tiny predators to tackle agricultural pests http://www.bbc.com/news/business-35968192 also website of the other company mentioned in the above news flash - http://www.dudutech.com/
pugugly
16/5/2018
07:29
Following on from my post number 3, where I highlighted a recent and significant scientific discovery as potentially underscoring, if not intensifying, the interest in PHC's new technology, PREtec (peptides that can provide various agronomic benefits for use in agriculture) The same scientific institution continues to add scientific evidence that PHC are on to something very significant. In my opinion, the following adds further credibility to PHC's technology offerings - Plant Peptide Spells Relief from Salty Stress Published: May 14, 2018. Released by RIKEN Researchers at the RIKEN Center for Sustainable Resource Science (CSRS) have discovered a hormone-like peptide in plants that helps increase their tolerance to excessive salt. Published in the Proceedings of the National Academy of Sciences USA, the study found several genes that can increase salinity tolerance, the most effective being a small gene that codes for the peptide AT13. First author Kentaro Nakaminami notes, "We found the first functional evidence for improved salinity stress tolerance in plants in response to treatment with a small peptide. This is a first step towards the production of new agricultural supplements for plants growing in high salinity conditions." This method has key benefits. "Peptides are natural compounds that are safer than genetically modified plants," says Nakaminami. "Additionally, potential supplements made from synthetic peptide fragments will be easy to apply to different species of plants." Small coding genes in plants are numerous but have not yet been well documented or researched. Hanada is hopeful that many more peptide hormones in plants will soon be discovered. "We think that plants have many peptide hormones associated with physiological roles," he says. "We strongly believe that analysis of small coding genes or peptide hormones may provide new targets for understanding plant biology and improving crop yields in environmentally stressful conditions." Full release - https://tinyurl.com/Relief-from-Salty-Stress The last two paragraphs are important. Put another way, a key advantage of the peptide approach is that these compounds occur naturally and are bioactive when applied externally. In other words, there are no residues, and importantly no genetic changes need to be introduced into crop species through lengthy breeding programs to achieve desired effects when using peptides.
wan
15/5/2018
07:49
Edit...Correct link to the above now provided
wan
15/5/2018
07:43
Recall that PHC's sales in Spain and Italy are growing rapidly. The important demand aspect aside, the following article offers far more insight to the market for biologicals, which is already seeing huge global growth and is set for further exponential growth - The Crop Protection Product and Plant Health Markets of Italy and Spain May 14, 2018 Daniel Jacobs Spanish growers continue to learn about and incorporate biological products into their crop protection programs. At Fontestad S.A. in Valencia, owner Vicente Fontestad grows a variety of citrus over 900 hectares using both traditional and biological crop protection products. For crop protection and biological product manufacturers, one of the challenges is offering a portfolio that accommodates the 60 main crops grown throughout the country on more than 900,000 agricultural holdings. While traditional crop protection products comprise the bulk of crop inputs, like much of the rest of the world, Spain and Europe have seen a boom in interest in biological products. Companies in Spain have heard and heeded the call of consumers and governments about the need for fruits and vegetables with fewer residues grown in more sustainable ways. Spain has the highest consumption of agchem in the European Union, says David de Boet Perez-Portabella, Associate Director M&A for Dextra International. “Our biggest challenge is keeping agriculture sustainable,” Obando says. “That’s where technology comes into play.” The crop protection and biological products markets of Spain and Italy are critical to ensuring the rest of Europe has access to fresh fruits and vegetables, and the technology developed in those countries makes its way around the world. “Spain is the biggest purveyor of fresh fruits in Europe. That is our opportunity, also our challenge,” says Adonay Obando, Director for Bayer CropScience S.L. “It’s where northern Europe gets it fresh produce, mostly. That’s where the challenges start. Northern Europe is by far the heaviest populated area in Europe and has some of the most heavily populated areas in the world.” Biological Products The market has exploded, says Carlos Ledó Orriach, CEO and Director General of IDAI Nature. That growth includes both the adoption of products by farmers and the number of companies looking to provide solutions. The approach to selling biological products — both control and biostimulant products — has changed. Many manufacturers and distributors are no longer looking to replace traditional agchem. One knock against biological products has always been the cost or at least the perception of cost. Many growers think the investment is too great for the promised return. To combat the perception, manufacturers are now selling biologicals as part of a complete management plan. “Since we make it part of an integrated solution, we present a package, not a product,” Obando says. Bayer has seen huge growth in its biological product business. “Our biologicals business has grown more than 500% in 41/2 years, mostly biocontrols, mostly fungicides,” Obando says. “Our goal is to make biological products 10% of sales. Right now the goal is $20 million Euros.” As the understanding and efficacy of biological products continues to improve, and as regulations continue to become more odious, the role of biological solutions will increase. “In 10 years agriculture will be 100% free of chemical residues,” says Germán Guillem Sánchez, Director Comercial for IDAI Nature. For a very worthwhile read, the full story, AgriBusiness Global- https://tinyurl.com/Ag-Biologicals-Italy-Spain
wan
09/5/2018
07:27
Bayer CropScience CEO Discusses Post Monsanto Merger Innovation Strategy MAY 8, 2018 EMMA COSGROVE On the biologicals front, Bayer has been investing in that technology quite a bit, acquiring biological startup AgraQuest as far back as 2012. Why invest there? Consumer demand for residue-free food is increasing pretty rapidly and also regulatory pressure on chemicals is constantly increasing. There is a greater willingness on the part of consumers to embrace biologicals because there is a sense somehow that they’re more natural. And from a regulatory point of view, it’s a much easier path of development than a chemical. Reality is that usually [biologicals] only work effectively today combined with chemicals. But they can be used in a complementary manner and that is where we see the biggest opportunity. I think consumer demand will push us in the direction of a more biological approach, but biologicals will never substitute for chemicals because the efficacy isn’t the same, so we’ll need to have the right combinations. But as somebody that claims to want to be a market leader in crop protection, we need to have the broadest portfolio possible and it will need to not only include chemicals but also biological approaches. Full Q&A - https://tinyurl.com/Bayer-and-Biologicals The above does not only apply to Bayer of course, as consumer awareness and demand for residue-free food accelerates, not to mention disease resistance, means there is a big push into biologicals. As indicated by the tests and trials for PHC's lead peptides, there is high interest - All five of the top global agricultural/seed companies and a number of other companies are testing lead peptides from our PREtec platforms Innatus™ 3G, T-Rex 3G and Y-Max 3G. Four global agricultural/seed majors are running field trials in Brazil of Innatus 3G added to chemical sprays for the control of Asian Soybean Rust (ASR), a devastating fungal disease of soybeans. Farmers spent US$1.7 billion on soybean fungicides in 2016 in Brazil; there are increasing concerns about disease resistance and the resulting impact on yield.
wan
05/5/2018
06:45
I note that Lombard reduced into the demand by just over 2%, but someone obviously wanted that stock. I agree that there appears to be underlying demand, with the charts now breaking out on good volume.
wan
04/5/2018
16:13
That's at demand - someones loading up free stock charts from uk.advfn.com
luckymouse
04/5/2018
13:01
Venture Capitalists are also investing/on the look out - Meet the agtech VC who sees a first-mover advantage in Europe Eric Burg May 03, 2018 For one, agriculture-dependent and developing countries will need to find more efficient, sustainable production methods and adapt to climate change if they are to come anywhere near meeting food demand. And all of this comes at a time of several seismic global changes for the food industry, including shifting diet patterns and continued environmental problems stemming from the intensive animal farming industry, deforestation, and the challenges of packaging and shipping food products around the world. A number of foodtech and agtech companies are trying to address some of these issues. And VC firms are taking note, seeing the business opportunity arising from a mega-trend in the making. "Besides a global misalignment between food demand and supply, there is an added element," Manzoni told PitchBook. "It's not only that we need more food; we need better food, so we are investing in companies that take nutritional needs into account as well as the environmental impact of creating them." The problem is multifaceted. With that in mind, Five Seasons seeks investments in companies that develop or use technology to address shifting diets and increasing crop yields, and that are finding ways to make global supply chains more efficient and less wasteful. Due to the sheer magnitude of some of the problems that need addressing and solving, it is no stretch to see the foodtech and agtech ecosystem evolve on a global scale. What this means for European VCs investing in this space, in particular, is that there appears to be a clear first-mover advantage. Full Story - https://tinyurl.com/VC-s-in-agtech-investment
wan
04/5/2018
08:36
I also like the fact that PHC have only scratched the surface in terms of peptides and additional platforms, which should help garner deeper interest (beyond just licensing for South America). PHC has already filed a patent application for a further peptide platform, beyond the three already under evaluation by partners, and they expect to discover more platforms over time.
wan
04/5/2018
07:29
One of the fastest-growing segments in agricultural inputs is biological products, with the potential to grow 20% per year over the next five years, hence the industry is attracting the attention of larger players. Hence as I mentioned further above, the appetite for technology, products and acquisitions in the ag bologics sector is increasing, and thus the valuations for such companies have begun to respond accordingly. Driving this growth are consumers demanding food with fewer chemical residues and producers striving to preserve the effectiveness of their pest control tools. Biological products are already providing growers with crop protection solutions to help with residue and resistance management, but the sector is set to realise significant growth as demand and regulation ramps up over the next few years. The soybean harvest in Brazil has finished, so hopefully the impending trial data will be at least as encouraging as those previously achieved. If this is indeed achieved then we should advance to a successful licencing process for the exclusive rights for use in South American soybeans, which would represent a catalyst event, and will hopefully represent one of a number of catalysts to follow.
wan
03/5/2018
17:32
Wow fantastic volume !!!!Here we go
dubai123
03/5/2018
17:04
Interesting institution swapsies at 22p - About 1.5% changed hands - Will we see an rns ?
pugugly
03/5/2018
09:54
Plant healthcare on the move . Serious opportunity for investors here A very credible management team with a milestone catalyst coming upOne of my biggest holdings and truest back the team
dubai123
03/5/2018
08:46
EBIC AT INTERNATIONAL STANDARDIZATION MEETING IN CHINA April 27, 2018 by Lili Chatzikonstantinou Speakers from the US Biological Products Industry Alliance (BPIA), the Standardization Administration of the P.R. China (SAC), and industry, all agreed today that Europe has been a pioneer in developing biostimulants. Furthermore, there was consensus that the EBIC definition was the reference for defining biostimulants with its focus on improving nutrient use, tolerance to abiotic stress and quality as well as general benefits for crop vigor and yield. Combined with the recent inclusion of an almost identical definition in the US Farm Bill, the convergence towards EBIC’s definition shows the influence EBIC has had in setting the international agenda for structuring the sector. Full story - https://tinyurl.com/Biostimulants-Standardization
wan
25/4/2018
08:16
(double post)
wan
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